Client Support Specialist

20 hours ago


Tampa, FL, United States Fintech Full time
Join Fintech in Tampa, Florida as a Client Support Specialist

The Client Support Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy of providing excellent customer service.

The Client Support Specialist serves as the primary customer contact through the implementation process. Client Support Specialists proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship.

Work Hours: 10:00 AM to 7:00 PM EST

Essential Functions:
  • Ensure all customer calls and email requests are responded to appropriately and on a timely basis
  • Perform timely maintenance on customer accounts as part of setup process
  • Generate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.
  • Create and maintain customer locations and relationships in the Fintech databases
  • Obtain and evaluate all relevant information to handle product and service inquiries
  • Maintain knowledge of Fintech policies, products, services and internal procedures
  • Educate customers on Fintech website and processes
  • Maintain professional skills to ensure customer satisfaction
  • Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.
  • Assist with updating SOPs and creating training documentation for internal and external use
  • Keep management apprised of critical customer situations
  • Promote positive interactions with all Fintech business units
Qualifications:
  • Minimum three years customer service experience
  • Excellent Interpersonal Skills
  • Excellent Verbal and written communication skills
  • People-oriented and customer focused
  • Problem analysis and problem solving ability
  • Shares solution knowledge
  • Strategic thinking ability
  • Detail oriented
  • Exceptional organizational skills and the ability to prioritize assignments
  • Ability to produce results quickly and accurately
  • Motivated, independent, able to work under pressure to meet deadlines
  • Must be fluent Windows user with a basic understanding of database operation
  • Proficient in a number of different software applications (i.e. Word, Excel, PowerPoint, Outlook)
  • Project Management and ACH processing a plus
  • Experience in helpdesk or ticketing system a plus
Our Benefits:
  • Hybrid Work
  • Employer Matched 401K
  • Company Paid Medical Insurance Option for Employee and Dependent Children
  • Company Paid Dental Insurance for Employee
  • Company Paid Vision Insurance for Employee
  • Company Paid Long and Short-Term Disability
  • Company Paid Life and AD&D Insurance
  • 18 Paid Vacation Days a Year
  • Six Paid Holidays
  • Employee Recognition Programs
  • Community Outreach Opportunities
  • Business Casual Dress Code

About Fintech: For over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology. fintech.com

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • Tampa, FL, United States ProVest Full time

    About the Role: The Client Service Specialist plays a pivotal role in ensuring exceptional service delivery and client satisfaction within the Service industry. This position is responsible for managing client interactions, addressing inquiries, and resolving issues promptly to maintain strong client relationships. The specialist acts as a liaison between...


  • Tampa, FL, United States Fidelity Investments Full time

    Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Tampa, Clearwater, Sarasota Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL...


  • Tampa, FL, United States Fidelity Investments Full time

    Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Tampa, Clearwater, Sarasota Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL...

  • Client Specialist

    2 weeks ago


    Tampa, FL, United States Visojuve Inc Full time

    Benefits: Bonus based on performance Competitive salary Flexible schedule Free uniforms Paid time off A Client Specialist at Viso Juvé is the first contact that our clients have with our company. You will be the "face" of Viso Juvé. Your duties will include, but not limited to: answering calls scheduling appointments checking clients out developing a rapor...

  • Client Specialist

    2 weeks ago


    Tampa, FL, United States Barry's Full time

    We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...

  • Client Specialist

    1 week ago


    Tampa, FL, United States Barry's Full time

    We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...

  • Client Specialist

    4 days ago


    Tampa, FL, United States Barry's Full time

    We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...

  • Client Specialist

    2 days ago


    Tampa, FL, United States Barry's Full time

    We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...

  • Client Specialist

    24 hours ago


    Tampa, FL, United States Barry's Full time

    We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...


  • Tampa, FL, United States Holland & Knight Full time

    We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is based in the Firm's global operations center in Tampa, FL. Description: We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing the firm's client...